DFX Intelligence
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Team lift-out
3 advisors left O•••• I••••••••• I••• for N•••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Allard Mitchell | Lake Charles, La | Dec 1, 2018 | Nov 30, 2018 |
| Evan Drew Saterfiel | Lafayette, La | Dec 4, 2018 | Dec 3, 2018 |
| Phillip Shayne Fontenot | Lafayette, La | Dec 4, 2018 | Dec 3, 2018 |
The rule
- Registrations ended
- Dec 1, 2018 to Dec 4, 2018
- Registered next
- Nov 30, 2018 to Dec 3, 2018
- Branch state
- LA
- Cities
- 2, most in Lafayette, La
- Registered there that day
- 365 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape